Financial Advisor in Rock Hill, MO

Trusted and Experienced Financial Advisor in Rock Hill, MO.

Financial Advisor in Rock Hill, MO. Your money is a product of your hard work, and you want to feel secure about how it's growing and how it's being used. Many Rock Hill, MO residents don't have the financial literacy to be confident they're making the best decisions with their money, while others just don't have the time or don't enjoy staying up to date on market trends along with new laws and what's going on around the globe. That's when you need a dependable, veteran, and knowledgeable financial advisor to be your advocate. A Correct Capital financial advisor in Rock Hill, MO will make your money work for you. We make use of in-depth research and analytics along with our decades of financial planning experience to create personalized financial solutions for individuals, families, and companies in Rock Hill, MO and beyond. Call us today at 314-930-401(k) or contact us online to discover how Correct Capital can help you.

A 2018 study by FINRA revealed that 53 percent of American adults are worried about their finances. A source of that apprehensiveness is frequently simply not being sure they're managing their money correctly. After our Rock Hill, MO financial advisor team gets to know you, your present financial situation and your financial ambitions, we'll implement a road map to help you achieve them. As a fiduciary and an independent firm, every Correct Capital financial advisor is obligated to act in your best interest and we are not limited in the solutions we can recommend. Our financial advisors in Rock Hill, MO have certifications that can only be acquired through exhaustive testing and by meeting strict education requirements.

Financial Advisor in Rock Hill, MO | Wealth Management Services | Financial Planner Near Rock Hill

What Does a Financial Advisor in Rock Hill, MO Do?

A financial advisor will analyze your present finances, identify ways to enhance it, and help you achieve your long-term financial goals. A lot of Rock Hill, MO residents frequently immediately think of investing when they hear wealth management services and financial advisors. While that is a fundamental component of any financial plan, a knowledgeable financial advisor will be able to provide you with extensive financial advice that gives consideration to the entirety of your finances. The following are some of the services your Correct Capital financial advisor in Rock Hill, MO will use to help you reach your goals.

  • Financial Planning

    Our money is part of nearly anything we do, from making sure we're set up in retirement, to higher education, real estate transactions, picking insurance policies, and providing for ourselves and our families. The best financial advisors in Rock Hill, MO offer overarching services and bespoke financial counseling by taking into consideration your entire financial situation.

  • Tax Planning

    Taxes are part of pretty much every financial transaction and transfer. According to the IRS's own data, over 70 percent of Americans overpay in taxes each year. The United States tax code is infamously convoluted, but it allows for perfectly valid ways to lower the amount of taxes you pay. An experienced and trustworthy Rock Hill, MO financial advisor will be able to navigate your tax implications in any transaction in order to keep more money in your pocket.

  • Portfolio Management and Asset Management

    Your financial portfolio is the aggregation of your financial assets. Common assets include stocks, bonds, mutual funds, exchange-traded funds, cash equivalents, or alternative assets such as real estate. A financial advisor in Rock Hill, MO will help allocate and diversify your assets in order to mitigate risk and best position your money for growth.

  • Retirement Planning

    Depending on where you are in life and your desired lifestyle when you retire, your Rock Hill, MO financial advisor will help with tax implications, thinking about the best age to retire, when to withdraw money and how much to take out. A financial advisor will help you put together a budget and plan for where your income will come from in retirement so you can spend your golden years exactly the way you want to.

  • 401(k) Services

    We offer 401(k) services to Rock Hill, MO residents as well as Rock Hill, MO businesses and business owners. Enacting a 401(k) plan is a wonderful way to retain your best employees and keep them productive and happy. Our retirement consultants represent in excess of $230 million in plan assets and thousands of plan participants across the United States. Our Rock Hill, MO financial advisor team offers comprehensive 401(k) planning for businesses as well as individualized benefits for their employees.

  • 401(k) Rollover

    When moving to a new job, it can be confusing to know what to do with the savings you already accumulated in your old Rock Hill, MO employer's 401(k) plan. You have a few options, such as keeping the money in the account it is currently in, putting it in a new 401(k), or moving the money to one of several IRA accounts. A financial advisor will know how to best approach managing your 401(k) funds.

  • Generational Wealth Transfers

    Your money came from your hard work, and it's normal to want to leave a legacy and leave something behind for the ones you care about the most. Wealth transfers are not the same as just leaving property behind in estate planning. A financial advisor in Rock Hill, MO can best grow your wealth for not just your children but for future generations, even the people you haven't met yet.

  • Fiduciary Advising

    Anyone can call themselves a "financial advisor," so it's vital to pick one who has received accreditations and certifications from regulatory bodies such as the CFP Board, Fi360, InFRE, and FINRA. As fiduciary advisors and as a Certified Financial Planner™, your Rock Hill, MO financial advisor at Correct Capital must abide by a "Code of Ethics and Standards of Conduct" to:

    1. Act with honesty, integrity, competence, and diligence.
    2. Act in the client's best interest.
    3. Exercise due care.
    4. Avoid conflicts of interest, disclose them when they arise, and manage them in the client's best interest.
    5. Maintain confidentiality and protect the privacy of client information.
    6. Act in a manner that reflects positively on the financial planning profession and CFP® certification.

When you hire a Rock Hill, MO financial advisor at Correct Capital, we start by getting to know you personally and your goals. We will assess your current income, assets, investments, debts, and expenses. Then we've completed that, we'll work in concert with you to establish your preferred risk tolerance and how we can best help you realize your goals. As an independent advisory firm, our only priority is to act in your best interest. There is no limitation to the services, products, and investment opportunities our financial advisor team can suggest, and we will never try to sell you on something we do not believe in ourselves.

Financial Advisor in Rock Hill, MO | Wealth Management Services | Financial Planner Near Rock Hill

Call Correct Capital's Rock Hill, MO Financial Advisor Team Today

Your money and the decisions you make with it are personal. At Correct Capital, we understand that the relationship between a Rock Hill, MO individual, family, or business owner and their financial advisor hinges on on trust. We have dedicated our lives to helping our clients realize their personal and financial goals, whether that be setting up a 401(k) plan or finally getting to purchase that convertible in your retirement years. Call our Rock Hill, MO financial advisor team today at 314-930-401(k) or contact us online to take the first step in achieving your dreams.


Are you ready to experience the Correct Capital difference?

GET STARTED

Meet our team of financial advisors.

Our Team

Services We Offer